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Podcast: The New Next
Episode: The Worlds Largest Asset Class: China's Massive Real Estate Sector Faces a Reckoning
Description: China's massive real estate sector faces a reckoning, with enough vacant housing to fit the entire population. As developers like Evergrande teeter near default with billions in debt, the contagion risk to the global economy looms large. We analyze the sheer scale of unsold and unfinished projects, fraud investigations into transferring assets, and how the collapse of Chinese real estate could impact everything from home prices to geopolitics. With trillions invested in this pillar of growth, a crash could force China to find new economic engines and increase confrontation abroad. Â Podcast Outline Introduction: